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The “Stretch IRA’ Is No Longer “Stretching”

Effective January 1, 2020, as part of The Secure Act of 2019, the Stretch IRA provision is dead … sort of. The following individuals would still benefit from the “stretch”: Heirs of IRAs whose original owners died before 2020, surviving spouses, chronically ill or disabled heirs and heirs within ten years of age of the original owner of the IRA.

Previous Tax Tips

Tax Tip of the Month

Tax Tip of the Month

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